Connect cardly and TRIPLOG to Build Intelligent Automations

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cardly

When this happens...

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TRIPLOG

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Order Cancelled Automation

Order Cancelled Automation

Trigger a Cardly automation when an order is cancelled and add the contact to the selected contact list.

Add Contact on Order

Add Contact on Order

When an order is placed, add the customer to the selected Cardly contact list(s).

Order Sent Automation

Order Sent Automation

Triggers Cardly's 'Order Sent' mail automation for selected contacts. Optionally restrict the send to one or more contact lists.

Update Contact Address

Update Contact Address

Update a contact's mailing address in Cardly; optionally restrict the update to one or more contact lists.

Undeliverable Contact Alert

Undeliverable Contact Alert

Notify when a contact's mail is returned as Undeliverable As Addressed. Optionally restrict alerts to specific contact lists.

Gift Card Redeemed

Gift Card Redeemed

Records when a customer redeems a gift card and triggers related marketing updates or notifications.

Do thisActions

Action is the task that follows automatically within your cardly integrations.

Invite User to Account

Invite User to Account

Send an invitation to join your Cardly account and optionally allow the invitee to use organization credits, gift credits, or saved credit cards.

Create a Contact List

Create a Contact List

Create a new contact list and optionally add a description and custom fields.

Create Contact

Create Contact

Add a new contact to a specified Cardly contact list with name, address, and optional details (email, company, external ID).

Delete Contact

Delete Contact

Remove a contact from a selected list using contact ID or email.

Cancel Invitation

Cancel Invitation

Cancel an active invitation for the specified email, removing the user's pending access.

Send Card

Send Card

Place an order to print and mail a physical card using a selected template, artwork, message, and recipient address.

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Frequently Asked Questions

How do I start an integration between cardly and TRIPLOG?

To start, connect both your cardly and TRIPLOG accounts to viaSocket. Once connected, you can set up a workflow where an event in cardly triggers actions in TRIPLOG (or vice versa).

Can we customize how data from cardly is recorded in TRIPLOG?

Absolutely. You can customize how cardly data is recorded in TRIPLOG. This includes choosing which data fields go into which fields of TRIPLOG, setting up custom formats, and filtering out unwanted information.

How often does the data sync between cardly and TRIPLOG?

The data sync between cardly and TRIPLOG typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from cardly to TRIPLOG?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between cardly and TRIPLOG?

Yes, you can set conditional logic to control the flow of data between cardly and TRIPLOG. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

cardly

About cardly

Cardly helps businesses create great engagement with customers by getting out of inboxes and into mailboxes.

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TRIPLOG

About TRIPLOG

TripLog is a comprehensive mileage tracking and expense management solution designed to help businesses and individuals efficiently manage their travel expenses. With features like automatic mileage tracking, expense reporting, and integration with accounting software, TripLog simplifies the process of tracking and managing travel-related costs.

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